Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Axis - Core & Satellite PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
0.11%
6 Months
8.65%
10.76%
1 Year
14.07%
8.14%
3 Years
8.50%
7.76%
5 Years
7.26%
10.03%
Since Inception
13.68%
11.69%
Fund Age
6 yrs 11 mo
6 yrs 8 mo
AUM
₹234.24 Cr
₹87.23 Cr
Alpha – 1 Year
9.35%
8.57%
Alpha – 3 Years
−3.59%
−0.81%
Information Ratio – 3 Years
-0.32
0.02
Volatility – 1 Year
17.05%
23.09%
Volatility – 3 Years
19.82%
18.26%
Beta – 1 Year
0.90
1.29
Beta – 3 Years
1.09
1.11
Sharpe Ratio – 1 Year
0.55
0.21
Sharpe Ratio – 3 Years
0.25
0.22
Worst Rolling Year
4.86%
6.59%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−34.92%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 19% · M 1% · S 70%
Number of Stocks
70
41
Portfolio P/E
29.14
25.23
Top 5 Holdings
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%